Kevin Brady Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed June 3, 2013. Includes 27 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$361K

2013 annual disclosure

Total Assets

$226K - $795K

27 assets

Total Liabilities

$150K - $150K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$80K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$624K
2009	$768K
2009	$642K
2010	$826K
2011	$753K
2012	$431K
2013	-$144K
2013	$361K

Assets by Category

Retirement & Pension$275K (6)

Mutual Funds$186K (11)

Bank & Cash$26K (7)

Insurance$16K (2)

Stocks$8K (1)

Top Stock Holdings (from trades)

All Assets (27)

Asset	Type	Owner	Value	Income
Blackrock 529 College Advantage Plan OH OH, US	Mutual Funds	DC	$1,001 - $15,000	None
Blackrock 529 College Advantage Plan OH OH, US	Mutual Funds	DC	$1,001 - $15,000	None
Advantage Plan OH OH, US	Mutual Funds	DC	$1,001 - $15,000	None
Dreyfus APP Port	Mutual Funds	Self	$15,001 - $50,000	None
JP Morgan Chase Bank Premier Checking Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
JP Morgan Chase Bank Super Savings Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
JP Morgan Investment Services Corp Int'l Eq Stock	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
JP Morgan Chase IRA - Growth Income Tier I	Retirement & Pension	Joint	$100,001 - $250,000	Dividends $201 - $1,000
JP Morgan Chase IRA MMAT	Retirement & Pension	Spouse	$1 - $1,000	Interest $1 - $200
JP Morgan Chase Manhattan Employee Stock(JPM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
JP Morgan Chase Retirement Plan	Retirement & Pension	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Lehman BRAMT SHRT DUR BD1	Mutual Funds	Self	$1,001 - $15,000	None
NW AmCent Inv Intl VCap	Mutual Funds	Self	$1,001 - $15,000	None
Oppenheimer Global SECS	Mutual Funds	Self	$1,001 - $15,000	None
Pacific Life VUL	Insurance	Spouse	$1,001 - $15,000	None
Pacific Life VUL	Insurance	Self	$1,001 - $15,000	None
Putnam Fidelity TR CO TTEE BFO IRA	Retirement & Pension	Spouse	$1,001 - $15,000	None
Putnam Fidelity TR CO TTEE BFO IRA	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Putnam Growth & Income Fund	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1 - $200
Putnam MM Fund A	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1 - $200
Putnam Small Cap Value Fund A	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
State of Texas Retirement System	Retirement & Pension	Joint	$1,001 - $15,000	None
Wells Fargo Checking	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Wells Fargo Savings	Bank & Cash	Joint	$1 - $1,000	None
Woodforest National Bank Savings - minor child	Bank & Cash	DC	$1 - $1,000	Interest
Woodforest National Bank Checking	Bank & Cash	Joint	$1 - $1,000	None
Woodforest National Bank Savings - minor child	Bank & Cash	DC	$1 - $1,000	Interest $1 - $200

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Wells Fargo Bank, NA	mortgage	$150,000 - $150,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).